Bucket List Wealth Management, LLC

Est. AUM

$166.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$22.4M	69850	13.49%	SOLE
2	PUTNAM ETF TRUST	FOCUSED LAR CAP	$16.0M	345536	9.65%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$13.9M	126269	8.40%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$13.2M	135310	7.98%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$13.2M	55680	7.97%	SOLE
6	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$11.8M	214867	7.09%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$9.3M	163571	5.57%	SOLE
8	ISHARES TR	RUS MID CAP ETF	$6.7M	68651	4.02%	SOLE
9	PROSHARES TR	S&P MDCP 400 DIV	$6.6M	75915	3.95%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$5.3M	9253	3.22%	SOLE
11	VANECK MERK GOLD ETF	GOLD SHS	$3.9M	86355	2.34%	SOLE
12	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.2M	70004	1.92%	SOLE
13	VANECK ETF TRUST	URANIUM AND NUCL	$3.2M	23741	1.90%	SOLE
14	HORIZON FDS	DIVIDEND INCOME	$3.1M	108879	1.86%	SOLE
15	THOR FINL TECHNOLOGIES TR	INDEX ROTATION	$3.0M	98339	1.84%	SOLE
16	VANGUARD WORLD FD	MEGA GRWTH IND	$2.5M	6939	1.54%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.5M	18784	1.50%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	3965	1.43%	SOLE
19	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.8M	24091	1.07%	SOLE
20	ISHARES TR	1 3 YR TREAS BD	$1.6M	19728	0.98%	SOLE
21	APPLE INC	COM	$1.5M	5951	0.91%	SOLE
22	ISHARES TR	MSCI ACWI ETF	$1.5M	10800	0.90%	SOLE
23	ISHARES TR	CORE S&P SCP ETF	$1.4M	11052	0.83%	SOLE
24	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.3M	26663	0.81%	SOLE
25	ISHARES TR	S&P 500 GRWT ETF	$1.3M	11693	0.80%	SOLE
26	SPDR GOLD TR	GOLD SHS	$1.1M	2671	0.69%	SOLE
27	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$1.1M	23166	0.67%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$840K	9466	0.51%	SOLE
29	ISHARES SILVER TR	ISHARES	$750K	11009	0.45%	SOLE
30	ISHARES TR	0-5 YR TIPS ETF	$721K	6975	0.43%	SOLE
31	TESLA INC	COM	$695K	1870	0.42%	SOLE
32	ISHARES TR	U.S. REAL ES ETF	$607K	6421	0.37%	SOLE
33	PFIZER INC	COM	$540K	19224	0.33%	SOLE
34	CSX CORP	COM	$417K	10152	0.25%	SOLE
35	ISHARES TR	MSCI USA MMENTM	$416K	1734	0.25%	SOLE
36	VERIZON COMMUNICATIONS INC	COM	$398K	7923	0.24%	SOLE
37	AMAZON COM INC	COM	$385K	1847	0.23%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$380K	1569	0.23%	SOLE
39	ISHARES TR	CORE S&P500 ETF	$363K	555	0.22%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$324K	676	0.20%	SOLE
41	ELI LILLY & CO	COM	$312K	339	0.19%	SOLE
42	GE AEROSPACE	COM NEW	$312K	1099	0.19%	SOLE
43	MICROSOFT CORP	COM	$308K	832	0.19%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$307K	472	0.18%	SOLE
45	WISDOMTREE TR	INTRST RATE HDGE	$302K	13401	0.18%	SOLE
46	AT&T INC	COM	$272K	9378	0.16%	SOLE
47	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$243K	1128	0.15%	SOLE
48	VANGUARD INDEX FDS	EXTEND MKT ETF	$242K	1178	0.15%	SOLE
49	META PLATFORMS INC	CL A	$238K	416	0.14%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$237K	542	0.14%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.